KJWM

Kiley Juergens Wealth Management Portfolio holdings

AUM $433M
1-Year Est. Return 20.69%
This Quarter Est. Return
1 Year Est. Return
+20.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$213M
AUM Growth
+$1.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$4.75M
3
+$1.54M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$518K
5
SBUX icon
Starbucks
SBUX
+$401K

Top Sells

1
+$743K
2
+$589K
3
+$504K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$484K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$415K

Sector Composition

1 Technology 27.52%
2 Consumer Discretionary 12.12%
3 Financials 10.66%
4 Consumer Staples 9.16%
5 Communication Services 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$26.1M 12.28%
112,072
+903
2
$24.7M 11.62%
178,726
-1,641
3
$14.2M 6.7%
30,164
+68
4
$10.9M 5.11%
40,683
+734
5
$10.1M 4.74%
89,121
+2,467
6
$9.94M 4.68%
117,998
+4,760
7
$8.43M 3.96%
174,581
-2,219
8
$7.17M 3.37%
323,892
+23,379
9
$6.93M 3.26%
+72,461
10
$6.51M 3.06%
87,007
-7,874
11
$5.41M 2.54%
204,365
-6,284
12
$4.75M 2.24%
+17,930
13
$4.54M 2.13%
80,344
+276
14
$4.21M 1.98%
25,787
+281
15
$3.26M 1.53%
19,878
-182
16
$2.87M 1.35%
23,670
-888
17
$2.74M 1.29%
17,740
+2,184
18
$2.73M 1.28%
22,094
+323
19
$2.7M 1.27%
60,969
-6,738
20
$2.43M 1.14%
19,218
+196
21
$2.38M 1.12%
170,055
-17,475
22
$2.31M 1.09%
83,619
+9
23
$2.17M 1.02%
19,240
+266
24
$2.15M 1.01%
15,934
-262
25
$2.02M 0.95%
12,481
-107
1
2 3